Ontraport 2024 Review : The Most Powerful CRM Tool

In this Ontraport 2024 review, we explore the features of one of the best CRM tools currently on the market.

Ontraport is known for its many features easy-to-use interface and strong automation tools. This makes it a popular option for businesses wanting to make their customer management processes more efficient.

Let’s look at the important features and advantages that make Ontraport a top CRM solution in 2024.

What is Ontraport?

Ontraport is a complete tool that helps businesses keep track of their customers and marketing activities.

The platform provides many tools and features like email marketing lead management workflow automation analytics and more. These are all made to help make tasks easier and enhance how businesses interact with their customers.

Ontraport is well-known for its easy-to-use design and strong features which make it a top pick for companies wanting to improve their marketing and CRM plans.

Ontraport was started in 2006 by Landon Ray who has started many businesses.

At first, it was called OfficeAutopilot. But in 2013 they changed the name to Ontraport to show that it could do more than just automate things.

Ontraport is now a top CRM and marketing automation tool that helps businesses of all sizes with its easy-to-use design and strong capabilities.

Over time Ontraport has improved and added more features to meet the changing needs of its users in the digital marketing world.

Ontraport Features

CRM (Customer Relationship Management)

Ontraport’s CRM system helps businesses keep all customer information in one place, improve communication, and build better relationships with customers.

Ontraport’s CRM has tools that help you keep track of customer information, prioritize leads, automate tasks, manage sales processes, categorize customers, track communication, and work well with marketing tools.

This CRM can help you improve sales strategies increase revenue and create personalized experiences to build strong customer relationships.

Landing Pages and Forms

Ontraport has strong tools for building landing pages and forms that look good and help you get more visitors to your website.

You can make your own landing pages without knowing how to code because of the easy-to-use editor that lets you move things around and add images and text.

The landing pages are set up to help gather leads by adding forms that can collect visitor information.

This platform allows you to make different types of forms like opt-in forms surveys and feedback forms to get important data from people visiting the website.

These forms can be easily added to landing pages or websites to make it easier to collect leads.

You can change the form field styles and how they work to match your brand and goals for getting more conversions.

Ontraport’s landing pages and forms work together with its CRM system to help businesses collect leads and store them in their database for future follow-up and interaction.

Analytics and Reporting

Ontraport offers strong tools to analyze and report on your marketing campaign, sales activities, and how you interact with customers.

You can see important numbers like website visits email open rates clicks on links new leads sales made and other data.

You can create your own dashboards to see this information quickly and watch how well your marketing is working right now.

You can make your own reports that fit your needs like reports on finding new customers tracking sales seeing how customers interact and keeping track of money.

Ontraport’s tools for reporting also let you organize data look for patterns and find ways to make things better.

By looking closely at how customers act and how your campaigns are doing, you can use facts to make choices that will make your marketing better bring in more money, and help your business grow.

Integrations

Ontraport offers many different connections to systems like Salesforce Mailchimp Shopify PayPal Google Analytics and Facebook.

These connections help you make your work easier, manage customer information better, improve marketing automation, and increase your revenue.

These connections help create a smooth system that allows you to make the most of Ontraport while keeping your marketing and sales strategies efficient and effective.

Membership Sites

Ontraport’s Membership Sites feature helps you make and control special membership websites easily.

You can protect your content set different membership levels schedule how content is released manage members design your site the way you want and connect it with CRM and marketing tools.

This lets you create and make money from online communities while giving subscribers useful content.

Ontraport’s Membership Sites help organizations build loyal audiences and succeed in the digital world by automating member processes, customizing user experiences, and generating regular income through subscription plans.

Lead Scoring

In Ontraport lead, scoring assigns numbers to leads depending on how they engage with your emails, website, forms, and other activities.

By creating lead-scoring rules, you can identify which leads are the most valuable and are more likely to make purchases.

This allows you to focus on leads that will generate revenue and keep people engaged.

Using lead scoring and segmentation together in Ontraport enables you to create targeted marketing campaigns tailored to your audience.

This helps you manage leads effectively and support the growth of your business.

Ontraport email marketing

Ontraport’s email marketing tool allows you to create and send customized emails to certain groups of people.

You can design attractive emails organize your contact lists for more personal messages and track the performance of your emails.

Ontraport offers tools to automate email sequences based on user actions helping businesses better engage with their audience.

Segmentation

Segmentation in Ontraport lets you separate your contacts into different groups depending on things like how they act what they like or how likely they are to become a customer.

When you divide your audience like this you can send them messages that are just for them.

This makes them more likely to pay attention and take action because the messages speak to what they care about.

Customizing your messages in this way helps you keep people interested and more likely to become customers because you’re giving them what they want when they want it.

A/B Testing

A/B testing in Ontraport also called split testing lets you compare two versions of an email landing page or other marketing asset to see which one does better in terms of engagement, click-through rates conversions, and other important measurements.

Here’s how you can set up A/B testing in Ontraport:

1. Select the Element to Test: Select the part you want to check like email subject lines email content call-to-action buttons or landing page designs.
2. Create Variations: Create two or more versions of the item you’re testing with small differences. For instance, make two different subject lines for an email or two different layouts for a landing page.
3. Set Testing Parameters: In Ontraport you can set the rules for testing like how many people will be in the test group and how long the test will last.
4. Track and Analyze Results: Keep an eye on how well each different version is doing right now. Ontraport gives you information on important numbers like how many people are opening your emails clicking on links making purchases and more.
5. Implement the Winning Variation: Once the test is done and you have important results, pick the best option and use it for a larger audience to get more people interested and increase the number of people taking action.

A/B testing in Ontraport is a useful tool for making your marketing campaigns better, getting more people interested, and making your marketing strategies work even better.

Marketing automation 

Marketing automation in Ontraport helps you make marketing tasks easier by using software to automate processes and workflows.

This tool allows you to send personalized emails to leads, target specific groups with messages, set up automated campaigns based on actions, rank leads for engagement, create workflows for recurring tasks, and track important data to see how well your marketing is doing.

By using Ontraport’s marketing automation features, you can save time, work more efficiently, and give your audience better experiences.

This can lead to better marketing results for your business in the end.

Customer Support

Ontraport’s customer support is a helpful feature that gives you many tools to make your experience better.

This includes articles and tutorials to learn from, a system to easily ask for help, live chat for quick assistance, phone support for talking directly to someone, community forums to connect with others, and videos to watch and learn from.

Ontraport Pricing

Basic Plan

Ontraport offers different pricing plans based on the features you need

• Features: Email and text message automation, web forms and pages, and a scalable platform for growth.
• Starting Price: $24/month.

Marketing Automation

1. Unlimited Email Sending: This feature allows you to send an unlimited number of emails to your contacts without any additional charges based on the volume of emails sent.
2. Drag-and-Drop Marketing Automation: Ontraport’s drag-and-drop interface makes it easy to create and customize marketing automation workflows without needing coding knowledge. You can visually design your automation sequences to fit your business needs.
3. 2-Way SMS Marketing: This feature enables you to send SMS messages to your contacts and receive responses directly within the Ontraport platform. It facilitates two-way communication via text messaging.
4. Custom Mailserver Domain: With this feature, you can use your custom domain for email sending, enhancing your brand identity and potentially improving email deliverability.
5. File Hosting/Download Links: Ontraport allows you to host files and generate download links that you can share with your contacts. This is useful for delivering lead magnets, digital products, or other files to your audience.

These features are typically included in the Ontraport Basic plan, which now starts at $24/month

Plus Plan

Features

• In addition to the features included in the Basic plan (email and text message automation, web forms and pages, etc.), the Plus plan offers:
  • Payments: Integration with payment processors to accept payments online.
  • Memberships: Ability to create and manage membership sites for your customers.
  • Website Personalization: Tools to personalize your website content based on visitor behavior or demographics.
  • Advanced CRM: Enhanced customer relationship management capabilities for managing leads and contacts more effectively.
  • More: The “and more” suggests additional features beyond those listed.
• Starting Price: The starting price for the Plus plan is $83/month.

Marketing Automation

1. Video Hosting:
   • With Ontraport’s video hosting feature, you can host your marketing videos directly within the platform. This allows you to easily embed videos into your emails, landing pages, and other marketing materials.
2. Automation Webhooks:
   • Automation webhooks enable integration with external systems and services. You can set up triggers within Ontraport to initiate actions in other applications or vice versa, enhancing your automation capabilities.
3. Tracked Trigger Links:
   • Tracked trigger links allow you to monitor the performance of your marketing campaigns by tracking clicks on specific links. This data can help you optimize your campaigns and improve engagement.
4. Fulfillment Lists:
   • Fulfillment lists enable you to automate the delivery of content or services based on user actions or statuses. For example, you can automatically send a follow-up email or deliver a digital product after a purchase is made.
5. Remove Ontraport Branding:
   • This feature gives you the option to remove Ontraport branding from your communications and materials, allowing you to maintain a consistent brand experience for your customers.

Pro Plan

Features

• The Pro plan includes everything from the basics and plans, such as email and text message automation, video hosting, and advanced CRM features. Additionally, it offers:
  • Deep Customization: Extensive customization options to tailor Ontraport to your specific business needs.
  • Marketing Tracking and Testing: Tools for tracking and analyzing the performance of your marketing campaigns, as well as A/B testing capabilities.
  • Partner Programs: Features to manage partner programs, including affiliate tracking and management.
  • User Roles and Permission Management: Ability to create custom user roles and manage permissions for different team members.
• Starting Price: The Pro plan starts at $124/month.

Marketing Automation

• Everything in Plus: This includes all features from the Plus plan, such as video hosting, automation webhooks, tracked trigger links, fulfillment lists, and the removal of Ontraport branding.
• Split Automation: Split automation, also known as A/B testing, allows you to create multiple variations of your automated workflows to test different strategies and determine the most effective approach.
• Facebook Custom Audience Integration: Integration with Facebook Custom Audiences enables you to sync your Ontraport contacts with Facebook for targeted advertising campaigns.
• Deep Funnel Conversion Tracking: Advanced tracking capabilities to monitor and analyze the performance of your sales funnels at a granular level, helping you optimize conversion rates.
• Transactional Email: Transactional email functionality enables you to send automated, personalized emails in response to specific actions or events, such as order confirmations or password resets.
• 1-on-1 email deliverability consulting

Enterprise Plan

Features

• Deep Customization: Extensive customization options to tailor the Ontraport platform to your specific business requirements.
• Marketing Tracking and Testing: Tools for tracking and analyzing the performance of your marketing campaigns, as well as conducting A/B testing to optimize your strategies.
• Partner Programs: Features for managing partner programs, including affiliate tracking and management functionalities.
• User Roles and Permission Management: Ability to create custom user roles and manage permissions for different team members, ensuring secure access and control over the platform.
• And More: There may be additional features included in this plan beyond those mentioned.
• Starting Price: $124/month.

Marketing Automation

• Everything in Pro: This encompasses all the features from the Pro plan, such as deep customization, marketing tracking and testing, partner programs, user roles and permission management, and more.
• Custom Contact and Email Limits: The ability to customize the limits on the number of contacts and emails allowed within your account, providing flexibility based on your specific needs.
• Private IPs Available: Access to private IP addresses for sending emails, which can help improve email deliverability and sender reputation.
• Private Infrastructure Available: Option to utilize private infrastructure, which may include dedicated servers or resources for enhanced performance, security, and control.

Ontraport Pros and Cons

Pros

• All-in-one platform: Ontraport offers many tools for marketing and automating businesses all conveniently located in one platform.
• Marketing automation: It provides powerful tools for automatically sending emails to potential customers and organizing relationships with current customers.
• Membership site capabilities: You can make and control membership websites on the platform.
• Customizable: Ontraport lets you customize and adjust your marketing strategies to fit your needs.
• Reporting and analytics: It provides detailed tools to track how well your campaigns are doing.

Cons

Learning curve: You may need some time to learn how to use all the features of the platform because it has a lot of them.

Ontraport 2024 Review Alternative

1. ActiveCampaign is a versatile platform that provides email marketing, marketing automation, sales automation, and CRM all in one. It’s known for its automation capabilities and affordability.
2. Keap (formerly Infusionsoft): Keap is a CRM and marketing automation platform designed for small businesses. It offers features for email marketing, automation, and CRM to help manage customer relationships effectively.

Conclusion

Overall Ontraport is a complete marketing automation tool that includes email marketing CRM automation landing pages and other useful features.

It is great for small to medium-sized businesses that want a one-stop solution to run their marketing campaigns smoothly.

Ontraport FAQs